兴瑞科技(002937) - 2023年9月6日投资者关系活动记录表

Group 1: New Energy Vehicle Business - The company's revenue from the new energy vehicle sector reached 450 million CNY, with a year-on-year growth rate of 150% [1] - New energy vehicle sales accounted for 80.04% of the company's overall sales during the reporting period [1] - The company has secured project designations from leading firms such as Nidec and CRRC Times Electric, expanding its product offerings to new vehicle models [1] Group 2: Integrated Solutions and Cost Reduction - The trend towards integrated components in new energy vehicles is driven by the need for cost reduction as vehicle prices decline [2] - Integrated embedded components help reduce the number of parts needed in vehicle assembly, optimizing internal space and lowering overall costs [2] - The company possesses strong R&D capabilities and production experience in integrated components for first-generation electric vehicles [2] Group 3: Manufacturing Capabilities - The company has over 20 years of experience in precision mold and component manufacturing, integrating multiple processes such as stamping, injection molding, and automation [2] - It has a comprehensive manufacturing capability that includes synchronized R&D with clients, mold design and manufacturing, surface treatment, and assembly [2] - The company can quickly respond to diverse customer needs for high-quality customized products due to its robust manufacturing technology and systems [2] Group 4: Smart Terminal Products - The smart terminal business generated revenue of 297 million CNY during the reporting period [3] - The company has expanded its product range from smart set-top boxes to smart security and smart meter components [3] - Strong partnerships have been established with major clients such as Vantiva and Sagemcom, leading to increased sales and new product designations [3] Group 5: Consumer Electronics - In the consumer electronics sector, the company focuses on products for office automation and traditional TV tuners, serving well-known brands like Konica Minolta and Sony [3] - This segment has contributed to the overall revenue growth of the company [3]